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Retirement Advisor Pro eNewsletter
News April 28, 2016
Nick Thornton
7 ways plan fiduciaries should monitor target-date funds
By Nick Thornton
Here are some of the core considerations fiduciaries should be applying in their monitoring of TDFs, as explained by the Morningstar’s report.…Read More
Stories of the Week
NextGen advisors help RIAs outperform
By Marlene Y. Satter
Firms hiring millennials as advisors grew their assets faster than firms that did not, a study shows. …Read More
How plan sponsors can help retirement savers succeed by doing 1 key action
By Nick Thornton
Plan sponsors, plan advisors, and recordkeepers need to comprehensively evaluate this strategy to address the retirement crisis, JP Morgan research says. …Read More
DOL files suits, wins judgments
By Marlene Y. Satter
The Department of Labor has been busy dealing with ERISA suits. …Read More
In wake of DOL rule, LPL ups 3(38) fiduciary service capability
By Nick Thornton
The nation’s largest independent broker dealer by revenue has rolled out a new 3(38) fiduciary service capability targeted for advisors to the small plan market.…Read More
New tools offer ways for workers to roll over 401(k)s
By Marlene Y. Satter
Two tools designed to help workers manage processes such as rollovers from 401(k) plans have been launched.…Read More
401(k) Insider
Chris Carosa
A fiduciary rule only a class-action attorney could love
By Chris Carosa
There’s going to be a lot creativity in the next few years, and that’s not good for plan sponsors or their service providers.…Read More
Industry Insight
Rich White
IRA conflicts-of-interest that you didn’t even know existed
By Rich White
The DOL is fixated on two beliefs about advisors and IRAs. It's well worth your time to pay attention to what it thinks. …Read More
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